Adding Internal Notes on Application

Expert allows you to enter internal notes for the application that you and any other broker, administrator, or agent in the office who has access rights to the application can view.

Important! The lender does not see internal notes. Once an internal note is added, it cannot be deleted.

To add an internal note, complete the following steps:

1. Click Internal Notes in the Left Navigation Pane.
    

2. The Internal Notes screen appears.
   
   
    

3. From the Details field, enter the note.
    

4. From the Note Category dropdown, assign a category for the note.
    

5. Click OK.
    

6. The note is added to the Existing Application Notes section.